PART 1 - LIST OF ASSETS
In PART 1 you should list all your assets:
PART 1A - [Moveable property, that is all assets other than land or buildings]
1. Cash
You should enter the total amount of cash you have to hand. Do not include money in bank or building society accounts.
2. Bank and building society accounts
Enter details of all the money you have (or not) in bank and building societies. If any of the accounts are in joint names, you should show the full amount, but put a letter [J] in brackets at the end of the account number to show that it is a joint account. Include details of any overdrawn account but put the letters [DR] after the balance.
3. Investments and savings (other than bank accounts)
You should enter all details of investments, savings certificates, savings bonds, premium bonds, and so on in the column headed 'Type of Investment'. You should also give details or the name of the firm the investment is with and any reference number in the appropriate columns. If you have an endowment policy, enter the particulars here.
4. Debts due to you
Enter here details of all sums owing to you, that is, money you have loaned to other people or trade debts if you were in business. You should write the name and address of the person or organisation in the first column. You should then write the amount of the debt and the date it was or is due to be repaid in the appropriate columns.
5. Other assets
Enter here details of all goods and valuables which you own. You should include goods you are still paying for on hire purchase or credit terms. Details of any motor vehicle owned by you should include the model and registration number.
PART 1B - Property which cannot be moved [land, houses, buildings]
Enter details of all properties in which you have a financial interest. Say if you have bought an ex-council house through the discount scheme. If you own a lease over property, give details of the term of the lease. In 'type of property' state whether the property is a flat, semi-detached house, office unit, and so on. In 'nature of interest' explain what your interest is in the property, in other words, whether you own it on your own or with someone else.